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AI资料中心太耗电 亚马逊瑞典签4座风场 绿电供应冲破1GW

2026-10-11 01:42:23 网络 阅读(58)

亚马逊持续扩大AI资料中心与云端基础设施布局,并将目光转向北欧再生能源市场。亚马逊(Amazon)(AMZN-US)已与瑞典4座风力发电场签署长期购电协议(PPA),新增近200MW电力供应,以支援其持续扩张的瑞典资料中心业务。待相关风场全面投入营运后,亚马逊在瑞典签约取得的电力供应规模将超过1GW。

AI资料中心太耗电 亚马逊瑞典签4座风场 绿电供应冲破1GW

根据彭博报导,这4座风力发电场由瑞典再生能源开发商Eolus与OX2开发。亚马逊透过长期购电协议锁定电力供应,确保未来资料中心与云端运算设施取得更多稳定的无碳电力,也反映AI运算需求快速攀升后,大型科技企业正加速争夺长期电力资源。

亚马逊近年持续增加在瑞典的云端与资料中心投资,瑞典也是Amazon Web Services(AWS)在欧洲的重要区域之一。AWS目前在瑞典设有Stockholm Region云端区域,随着生成式AI、云端服务与大型资料中心扩张,电力供应已成为科技业基础设施投资的关键限制因素之一。

此次签署的协议将为亚马逊在瑞典增加近200MW电力供应。若以1GW计算,代表亚马逊在瑞典长期锁定的电力供应能力将超过10亿瓦,相当于1000MW。对大型资料中心而言,这类长期购电协议除了有助于取得再生能源,也能降低长期电价波动风险,并让新建风力与其他再生能源项目取得较稳定的收入来源。

其中,OX2是欧洲大型再生能源开发商之一,目前由私募股权公司EQT持有。OX2的业务涵盖陆域风电、离岸风电、太阳能及储能,并长期提供企业购电协议服务。该公司表示,自2013年以来已签署或促成超过3.2GW企业PPA,客户包括Google、亚马逊及Heidelberg Materials等企业。

OX2近年也持续扩大瑞典风电布局。今年2月,公司宣布在瑞典Malung-Sälen建设Fageråsen陆域风场,第一阶段装置容量为189MW,投资约30亿瑞典克朗,预计2028年上半年投入营运,初期配置27座Nordex风力发电机,并规画搭配200MWh电池储能系统。

根据OX2最新专案资料,Fageråsen风场目前正进行扩大开发,完整项目规画最多34座风机,最终容量可达约220MW,年发电量最高可达700GWh,并配置50MW/209MWh储能系统。该专案显示,瑞典正积极透过风电与储能扩大电力供应,而大型资料中心及高耗能产业也逐渐成为这些新增绿电容量的重要潜在买家。

另一家合作开发商Eolus则是瑞典老牌再生能源开发商,目前专注风电、太阳能与储能项目。Eolus最新财报显示,截至2026年6月底,公司管理中的资产容量达1271MW,高于去年同期的1186MW,反映其再生能源资产规模仍持续扩张。

亚马逊此次在瑞典签下新一批风电协议,也与其近年在欧洲大规模锁定再生能源的策略一致。今年6月,亚马逊与Skyborn Renewables签署德国史上规模最大的单一购电协议之一,将购买德国波罗的海Gennaker离岸风场600MW的无碳电力。该风场完工后将成为德国最大的波罗的海离岸风电项目之一,发电量足以供应超过100万户家庭使用。

今年2月,亚马逊也与RWE签署110MW购电协议,购买德国Nordseecluster B离岸风电项目的电力。该协议建立在双方2025年6月达成的策略合作架构上,除了再生能源合作外,RWE也将利用AWS的云端、AI与资料分析服务推动数位转型。

亚马逊在欧洲持续抢购长期绿电,背后与AI资料中心快速扩建密切相关。彭博本周稍早报导,亚马逊未来两年将额外部署约200万颗辉达(NVDA-US)高阶GPU,用于2027年及2028年的资料中心扩建计划。此外,亚马逊先前已宣布,将自2026年起在AWS资料中心部署约100万颗辉达GPU。若相关计划全部推进,亚马逊数年内规画部署的辉达AI晶片数量将达300万颗规模。

大规模部署AI晶片意味资料中心耗电量将同步大幅增加,也使电力取得成为云端巨头扩张AI运算能力的重要竞争环节。亚马逊、Google(GOOGL-US)、微软(MSFT-US)及Meta(META-US)等科技巨头近年都陆续签署大型长期购电协议,甚至直接投资核能、天然气、太阳能、风电与储能项目,以确保未来数年能取得足够电力支援资料中心扩建。

北欧市场具备相对充足的再生能源资源、较低碳的电力结构及气候条件,也因此成为云端与资料中心业者的重要布局地点。不过,随着AI资料中心、高耗能制造业及电气化需求同步增加,瑞典及其他北欧国家也面临电网容量、区域输电与新增发电速度是否能跟上需求的挑战。

此次新增近200MW风电供应后,亚马逊在瑞典取得的长期电力供应规模将突破1GW,显示其对北欧资料中心业务的长期承诺正在进一步提高。从德国600MW离岸风电协议、110MW北海风电采购,到如今再增加瑞典近200MW电力,亚马逊正逐步将AI基础设施扩张与能源采购绑定。

对亚马逊而言,未来AI竞赛不再只是GPU数量、资料中心土地与伺服器建置速度的竞争,能否提前取得稳定、低碳且价格可预测的大量电力,也将成为决定AWS扩张速度的重要条件。随着全球科技巨头持续加码AI资料中心,长期购电协议与再生能源资产正逐渐成为下一轮AI基础设施竞争的重要战场。

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    "content": "<p>亚马逊持续扩大AI资料中心与云端基础设施布局,并将目光转向北欧再生能源市场。亚马逊(Amazon)(AMZN-US)已与瑞典4座风力发电场签署长期购电协议(PPA),新增近200MW电力供应,以支援其持续扩张的瑞典资料中心业务。待相关风场全面投入营运后,亚马逊在瑞典签约取得的电力供应规模将超过1GW。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6590605/l/f0b37ad4762c255577d01355a72c83d9.jpg\" alt=\"AI资料中心太耗电 亚马逊瑞典签4座风场 绿电供应冲破1GW\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>根据彭博报导,这4座风力发电场由瑞典再生能源开发商Eolus与OX2开发。亚马逊透过长期购电协议锁定电力供应,确保未来资料中心与云端运算设施取得更多稳定的无碳电力,也反映AI运算需求快速攀升后,大型科技企业正加速争夺长期电力资源。</p>\n\n<p>亚马逊近年持续增加在瑞典的云端与资料中心投资,瑞典也是Amazon Web Services(AWS)在欧洲的重要区域之一。AWS目前在瑞典设有Stockholm Region云端区域,随着生成式AI、云端服务与大型资料中心扩张,电力供应已成为科技业基础设施投资的关键限制因素之一。</p>\n\n<p>此次签署的协议将为亚马逊在瑞典增加近200MW电力供应。若以1GW计算,代表亚马逊在瑞典长期锁定的电力供应能力将超过10亿瓦,相当于1000MW。对大型资料中心而言,这类长期购电协议除了有助于取得再生能源,也能降低长期电价波动风险,并让新建风力与其他再生能源项目取得较稳定的收入来源。</p>\n\n<p>其中,OX2是欧洲大型再生能源开发商之一,目前由私募股权公司EQT持有。OX2的业务涵盖陆域风电、离岸风电、太阳能及储能,并长期提供企业购电协议服务。该公司表示,自2013年以来已签署或促成超过3.2GW企业PPA,客户包括Google、亚马逊及Heidelberg Materials等企业。</p>\n\n<p>OX2近年也持续扩大瑞典风电布局。今年2月,公司宣布在瑞典Malung-S&auml;len建设Fager&aring;sen陆域风场,第一阶段装置容量为189MW,投资约30亿瑞典克朗,预计2028年上半年投入营运,初期配置27座Nordex风力发电机,并规画搭配200MWh电池储能系统。</p>\n\n<p>根据OX2最新专案资料,Fager&aring;sen风场目前正进行扩大开发,完整项目规画最多34座风机,最终容量可达约220MW,年发电量最高可达700GWh,并配置50MW/209MWh储能系统。该专案显示,瑞典正积极透过风电与储能扩大电力供应,而大型资料中心及高耗能产业也逐渐成为这些新增绿电容量的重要潜在买家。</p>\n\n<p>另一家合作开发商Eolus则是瑞典老牌再生能源开发商,目前专注风电、太阳能与储能项目。Eolus最新财报显示,截至2026年6月底,公司管理中的资产容量达1271MW,高于去年同期的1186MW,反映其再生能源资产规模仍持续扩张。</p>\n\n<p>亚马逊此次在瑞典签下新一批风电协议,也与其近年在欧洲大规模锁定再生能源的策略一致。今年6月,亚马逊与Skyborn Renewables签署德国史上规模最大的单一购电协议之一,将购买德国波罗的海Gennaker离岸风场600MW的无碳电力。该风场完工后将成为德国最大的波罗的海离岸风电项目之一,发电量足以供应超过100万户家庭使用。</p>\n\n<p>今年2月,亚马逊也与RWE签署110MW购电协议,购买德国Nordseecluster B离岸风电项目的电力。该协议建立在双方2025年6月达成的策略合作架构上,除了再生能源合作外,RWE也将利用AWS的云端、AI与资料分析服务推动数位转型。</p>\n\n<p>亚马逊在欧洲持续抢购长期绿电,背后与AI资料中心快速扩建密切相关。彭博本周稍早报导,亚马逊未来两年将额外部署约200万颗辉达(NVDA-US)高阶GPU,用于2027年及2028年的资料中心扩建计划。此外,亚马逊先前已宣布,将自2026年起在AWS资料中心部署约100万颗辉达GPU。若相关计划全部推进,亚马逊数年内规画部署的辉达AI晶片数量将达300万颗规模。</p>\n\n<p>大规模部署AI晶片意味资料中心耗电量将同步大幅增加,也使电力取得成为云端巨头扩张AI运算能力的重要竞争环节。亚马逊、Google(GOOGL-US)、微软(MSFT-US)及Meta(META-US)等科技巨头近年都陆续签署大型长期购电协议,甚至直接投资核能、天然气、太阳能、风电与储能项目,以确保未来数年能取得足够电力支援资料中心扩建。</p>\n\n<p>北欧市场具备相对充足的再生能源资源、较低碳的电力结构及气候条件,也因此成为云端与资料中心业者的重要布局地点。不过,随着AI资料中心、高耗能制造业及电气化需求同步增加,瑞典及其他北欧国家也面临电网容量、区域输电与新增发电速度是否能跟上需求的挑战。</p>\n\n<p>此次新增近200MW风电供应后,亚马逊在瑞典取得的长期电力供应规模将突破1GW,显示其对北欧资料中心业务的长期承诺正在进一步提高。从德国600MW离岸风电协议、110MW北海风电采购,到如今再增加瑞典近200MW电力,亚马逊正逐步将AI基础设施扩张与能源采购绑定。</p>\n\n<p>对亚马逊而言,未来AI竞赛不再只是GPU数量、资料中心土地与伺服器建置速度的竞争,能否提前取得稳定、低碳且价格可预测的大量电力,也将成为决定AWS扩张速度的重要条件。随着全球科技巨头持续加码AI资料中心,长期购电协议与再生能源资产正逐渐成为下一轮AI基础设施竞争的重要战场。</p>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/mg/article-14238.html\" title=\"美股震荡收周线 晶片股领涨、苹果逆势跌2.5%\">美股震荡收周线 晶片股领涨、苹果逆势跌2.5%</a></li>\n    <li><a href=\"/new/mg/article-3650.html\" title=\"黄仁勋:国家安全优先 走私晶片打造AI资料中心「是条死路」\">黄仁勋:国家安全优先 走私晶片打造AI资料中心「是条死路」</a></li>\n    <li><a href=\"/new/mg/article-6051.html\" title=\"前Fed主席柏南奇加入Anthropic治理机构 助掌AI风险与IPO布局\">前Fed主席柏南奇加入Anthropic治理机构 助掌AI风险与IPO布局</a></li>\n    <li><a href=\"/new/mg/article-12394.html\" title=\"美财政部救债市失灵?长债殖利率连两日反弹 30年期再逼近5.3%\">美财政部救债市失灵?长债殖利率连两日反弹 30年期再逼近5.3%</a></li>\n    <li><a href=\"/new/mg/article-334.html\" title=\"〈苏姿丰演讲〉苏姿丰:AI推论才真正赚得到钱 正携手供应链快速扩充CPU产能\">〈苏姿丰演讲〉苏姿丰:AI推论才真正赚得到钱 正携手供应链快速扩充CPU产能</a></li>\n    <li><a href=\"/new/mg/article-17432.html\" title=\"Akamai拿下Anthropic七年116亿美元云端大单AI算力需求再推基础设施扩产\">Akamai拿下Anthropic七年116亿美元云端大单AI算力需求再推基础设施扩产</a></li>\n  </ul>\n</div>",
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    "createdAt": "2026-08-28T06:50:03.000Z",
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